-82.5%
VIOT vs VT
+141.4%
-223.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -3.2% |
| 7D | 0.0% | -0.7% | +0.7% | +0.2% |
| 30D | -10.0% | -1.7% | -8.3% | -8.8% |
| 3M | +94.6% | -2.3% | +96.9% | +97.2% |
| 6M | +46.9% | +1.5% | +45.4% | +42.3% |
| YTD | -16.6% | +12.0% | -28.7% | -27.2% |
| 1Y | -46.0% | +12.9% | -58.9% | -53.2% |
| 3Y | +75.4% | +74.9% | +0.4% | -7.7% |
| 5Y | -64.6% | +59.9% | -124.5% | -79.0% |
| All | -82.5% | +141.4% | -223.9% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling